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Informationen zum Autor MITCH ANTHONY is the founder and President of MitchAnthony.com, whose companies include Advisor Insights Inc. and The Financial Life Planning Institute. He also writes and hosts the syndicated radio feature The Daily Dose, and is a regular contributor to Research, Financial Advisor, and Bank Advisor magazines. Anthony was named one of the financial service industry's top "Movers & Shakers" by Financial Planning magazine. He is also coauthor of Storyselling for Financial Advisors and author of The New Retirementality (Wiley), now in its third edition. Visit www.MitchAnthony.com for more information. Klappentext Praise for From the Boiler Room to the Living Room"Only Mitch Anthony could put such context around our job as advisors. Read this book and I promise you will walk away with more 'ah-ha's' than any other one you've read. It will change the way you work with your clients forever. From the Boiler Room to the Living Room is a powerful book."--Deena B. Katz, CFP(r)Associate Professor, Texas Tech University"Can transactional brokers become comprehensive financial advisors? Billions of dollars ride on the answer to that question, and Mitch Anthony provides an answer--and a road map. His latest book will be invaluable to financial professionals who want to make a difference in their clients' lives, as well as insure their own professional success."--Evan CooperSenior Managing Editor, InvestmentNews"This book is a must-read for financial advisors who understand that puttingthe clients' interests first is also good business. From the Boiler Room to theLiving Room will help to change the financial services industry to the financial planning profession."--Roy Diliberto, CFP Past president of the Financial Planning Association and author of Financial Planning: The Next Step"The future belongs to the fee-based, right-brained advisor who brings wisdom and knowledge into holistic conversations with clients who are wrestling withmajor anticipated or unanticipated life transitions. Mitch deftly describes theessence of planning beyond money. What clients value and what they prefer are meaningful discussions surrounding purpose-driven net worth, i.e., solutions that support, sustain, and nourish their three most important assets--their mind, their body, and their soul."--Lewis J. Walker, CFP President, Life Transitions Advisors, LLC Zusammenfassung Author Mitch Anthony has been recognized as the voice of conscience for the financial services industry. For more than a decade, he has shown advisors how building authentic, genuine relationships can serve clients' best interests and build heathly-and financially successful-practices at the same time. Inhaltsverzeichnis Foreword ix Acknowledgments xv Preface xvii Part I Industry Resoulutions 1 Chapter 1 If These Walls Could Talk 3 Chapter 2 Speedometers and Odometers 13 Chapter 3 The Warring Hand 21 Chapter 4 I'm a Numbers Guy 29 Chapter 5 A New Level of Integrity Beyond Disclosure 39 Chapter 6 A New Value Proposition 49 Chapter 7 A New Standard for Practice: Practicing World-Class Wealth Care 59 Chapter 8 The New Frontier: Getting to the Right Side of the Advisory Business 69 Part II Life Resoulutions 81 Chapter 9 Permanent Reference Points: How the Financial Blueprint is Formed 83 Chapter 10 How We Measure Money 91 Chapter 11 Spinning Out of Control 101 Chapter 12 Protecting Your Clients from Half fluence 111 Chapter 13 The End of Retirement as We Know It 121 Chapter 14 What Do Your Clients Want Their Money to Do? 133 Part III Dialogue Resoulutions 143 Chapter 15 The History Dialogue: Finding Your Clients' Future in Their Past 145 Chapter 16 Goals Are Overrated 155 Chapter 17 Fundin...
